Thread by @BourbonCap

Here are 10 wonderful companies with more cash than Total liabilities you’ll want to keep on your watchlist:

Intuitive Surgical Inc. $ISRG

- Leader in robotic assisted surgery
- strong moat
- The stock has grown at 24% per year, delivering over 750% returns in 10 years.

Copart, Inc. $CPRT

- The largest online car auction
- strong moat
- The stock has grown at 27% per year, delivering over 991% returns in 10 years.

Duolingo, Inc. $DUOL

- 48 million daily active users
- 11 million paid Subscribers
- Companies make money from ads placed throughout their apps.

monday $MNDY

- The company is experiencing its worst correction since 2022.
- The number of customers with annual recurring revenue exceeding $50,000 has surpassed 3,700.
- The company has its lowest PEG ratio since 2022, and it is below 1.

Paymentus Holdings, Inc. $PAY

- Fintech
- Payment Transaction Processing Revenue has been growing 32% per year since 2020
- Revenue and EPS are expecting to grow +20%

Ondas Holdings $ONDS

- Wireless Tech
- The company is experiencing massive growth

WeRide Inc. $WRD

- They have numerous partnerships in Asia, including one with Grab Holdings.
- $NVDA added this company a few months ago.
- It’s worth keeping this company on your watchlist, as they are expecting massive growth.

Grab Holdings $GRAB

- A smaller version of MercadoPago
- Making significant strides in autonomous vehicles
- They have over 45 million monthly transacting users, and this number is expected to reach 50 million.

All charts are from @theTIKR

Arbe Robotics Ltd. $ARBE

- Robot theme and 37% up pre market.....

Arista Networks Inc $ANET

- One of the best companies to add after Liberation Day
- Very conservative management
- The company has been accumulating cash and conducting significant share buybacks

Another correction i will buy more